Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 3-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,819 | $111,535-36.5% | $105,223-32.7% | $137,256-48.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.18% | 237.85%-220.7pp | 180.65%-163.5pp | 220.34%-203.2pp |
| Employer contribution / active EE | $7,935 | $3,939+101.4% | $3,689+115.1% | $4,156+90.9% |
| Participant deferral / active EE | $13,886 | $5,500+152.5% | $5,072+173.8% | $6,407+116.7% |
| Admin fee / account holder | $255 | $9,721-97.4% | $8,859-97.1% | $12,270-97.9% |